Joined February 2021
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May 14
Watching $AMAT ahead of its earnings today. 📈 As the backbone of chip manufacturing, AMAT is the ultimate "Canary in the Coal Mine" for the AI bubble.
CapEx slowdown, the semi-rally hits a ceiling. If they beat? Moon is the limit. 🚀🔬 #AppliedMaterials #SemiStocks #WallStreet
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May 14
US is pushing a new UN resolution to halt Iranian mining in the Strait of Hormuz, but China and Russia are signaling a veto. As one of the world's busiest oil transit routes remains a powder keg, the "War Premium" isn't going anywhere. 🛢️⚠️ #Geopolitics #OilPrice #CNBC
15
Q1 2026 was the worst quarter for Indian Mutual Funds since the pandemic.📉
Equity funds are down 12–14% on average.
Large-caps bore the brunt (-13.7%), while hybrid funds offered the only sanctuary.
"Capital Protection" mode.
📊 #MutualFunds #Investing #Nifty #PersonalFinance
102
Governance concerns are haunting HDFC Bank $HDFCBANK. 🏦
Reports of potential action against 12 executives for AT-1 bond mis-selling, combined with the shock exit of the part-time chair, have global investors on edge.
Trust is the only "Moat"🚩
#HDFCBank #BankingNews #NSE #BSE
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TC Energy $TRP CEO Francois Poirier warned that Canada’s slow regulatory approach is "driving investment away." 🇨🇦
With world desperate for Middle East energy, Canada’s inability to move fast is a trillion-dollar missed opportunity.🛢️🏗️
#TSX #TCEnergy #CanadaStocks #Investing
58
Canadian miner Kinross ($K) is playing the long game. 🇨🇦 They’ve officially started the permit process for the $1.5B Lobo Marte gold project in Chile.
While gold prices are volatile, this shows where the real conviction lies in the resource sector. 🥇 #TSX #Kinross #GoldMining
140
🏛️ US 2-Year Treasury yield is jumping as traders slash the odds of a 2026 Fed rate cut to just 10%.
Reality is that energy-driven inflation will force the Fed to stay hawkish despite the slowing GDP. Cash is the king of 2026. 💵
#Fed #InterestRates #Investing #Economy
17
Iran approved a plan to impose tolls on the Strait of Hormuz. 🌊 This turns a temporary blockage into a permanent tax
For importers, this means a structural increase in landed costs. Watch $IOC, $BPCL for margin compression. 🛢️🚢
#Geopolitics #Oil #TradeWar #StockMarketIndia
28
Brent crude just vaulted 7% back above $108/bbl. 🛢️
European diesel futures have hit a staggering $200/barrel. The assumption that the conflict would end by Easter is dead. Energy stocks are the only green on the screen
📉 #Energy #OilPrice #Bloomberg #TradingJourney
24
GIFT Nifty is signaling a gap-down start near 22,420, tracking the global risk-off mood. 🇮🇳
1,186-point Sensex gain was purely "short-covering" Now that the hope has faded, Nifty is ready to test the 22,300 support level again. 📉
#Nifty #Sensex #Moneycontrol #StockMarketIndia
203
The "Trump Pivot" just pivoted back. 🚩 Last night’s national address dashed hopes for a quick off-ramp, with the President pledging aggressive action for the next 21 days.
S&P 500 futures are down 1.2% as the "War Premium" is priced back in.
#MarketUpdate #CNBC #Trump #OilShock
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Insane !!!
Apr 1
🚨Trump today:
“We can’t take care of daycare. We’re a big country. We’re fighting wars. It’s not possible for us to take care of daycare, Medicaid, Medicare, all these things.”
The United States has spent:
$21 billion on the Iran war in 30 days.
$100 million on Trump’s golf tab this term.
$200 billion requested for Pentagon weapons.
$8 trillion on wars since September 11th.
But daycare is not possible.
Medicare is not possible.
Medicaid — which covers 72 million Americans including children, seniors, and people with disabilities — is not possible.
5
While Pharma sector was the only loser today (-1%), Marksans Pharma gained 7% on USFDA approval for Benzonatate.
Meanwhile, Granules India is in focus after VAI status at Shamirpet. In a broad rally, pick the stocks with specific regulatory wins. 💊🧬
#Pharma #Moneycontrol #BSE
132
$INDIGO is the star of the session, gaining 5% as global crude slides. If Brent stays near $100, the margin expansion for Indian carriers in Q1 will be massive. The most efficient airline in the world just got a major macro gift. ✈️🛢️ #IndiGo #Aviation #StockMarketIndia
32
Is today’s 1,125-point Dow surge an April Fool’s prank by the tape? Macro strategists at Goldman warn the rally is "unwinding of negative positioning," not a fundamental shift in the war. If the Strait of Hormuz stays closed, $115 oil returns by Monday. 🧐📈 #Trading #Investing
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